The below article is relating to the bulk upload - Update employee's which can be found by going to Administration > Company > Bulk Upload.
For this bulk upload it will update and overwrite your live employee files so it is important that the information you are changing is correct for your employee's.
Example Template
In the bulk upload there is an example CSV that you can download, you can create your own if you would like but it is recommended you use the example to avoid errors when uploading the CSV.
Editing the CSV
When editing your CSV for the bulk upload you need to make sure you are using all the headers that are needed if you are using the example CSV it will come with all the headers you need.
it is important to note to not remove any of the headers from the CSV as even if you are not updating certain fields for the employee the headers need to remain so the upload can assign the entry to the right field.
If you are not changing a field for the employee or are only looking to change one part e.g. employee's manager you can leave all the other column's blank as the upload only changes fields that are populated it wont update anything to none/blank
Uploading the CSV
When you have edited your CSV and are ready to upload on the page in HRWize, before you upload the CSV you should check the options at the top of the page match what you have put in your CSV.
Employee Field - This will relate to the employee your are updating the 3 options will relate to what you have put in the 'Employee ID' column for example if you have used the employee's name rather than their employee and works ID you will need to select employee name, otherwise the bulk upload will not recognize the employee you are trying to update and the upload will fail.
Manager Fields - This option relates to the Manager, Approver and Head of Department column's you may be updating for the for the employee, it works the same as above if you have used their names in the column then the employee name option will need to be selected.
Create history record for changes - This option is if you would like to create a history change for the below to keep as a record.
Include archived employees in search - This option relates to if you want to upload to check your archived employee when checking the employee's so if you are updating an archived employee this will need to be set to yes.
When you have made sure all the options are correct upload your CSV file into the 'CSV file to upload' row. The click submit.
Useful information
At the bottom on the page there is a list of information that may save time by listing all the managers, job roles, job status, departments, company sites, leave reasons on your HRWize environment.
Please Note
When doing the CSV it is important to not leave any blank rows in between the entries the CSV otherwise it will give an error that the row is empty/missing entries, as it will check all the way down to the last entry.
Lara
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